ESOP · DOL Form 5500 · 2022

Colonial Systems, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
23
Participants Small participant base
67th
Percentile by assets National rank
$485,100
Avg per participant High balance/head
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Official DOL plan name: Colonial Systems, Inc. Employee Stock Ownership Plan · Sponsored by Colonial Systems, Inc. · Massachusetts · Construction

$11M in assets, 23 participants

Colonial Systems, Inc.'s Colonial Systems, Inc. Employee Stock Ownership Plan reported $11M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 67th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,623 in Construction (9,927 peers)

Colonial Systems, Inc. multi-year trail

Colonial Systems, Inc.'s plans moved +94.2% in assets from 2022 to 2024; this filing shows Colonial Systems, Inc. Employee Stock Ownership Plan at $11M / 23 participants.

#6,623
in Construction (9,927 peers)
+15.0%
assets growth YoY

Colonial Systems, Inc. Employee Stock Ownership Plan's outsized position by total assets

Colonial Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,157,300 Top 33% higher than 67% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Colonial Systems, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Systems, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 043152864 · Colonial Systems, Inc. PY 2022 · ESOP

Colonial Systems, Inc. Employee Stock Ownership Plan · $11M · 23 · 67th

  • 5500 $11M
  • ASSETS 23
  • PCT 67th
  • EIN ESOP
  • RANK near Blue Grass Metals, Inc. Employee Stock Ownership Plan
  • PHOTO ind #6623

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Massachusetts →

Colonial Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Lake Ridge Bancorp, Inc. Employee Stock Ownership PlanLake Ridge Bancorp, Inc. Emp…$11MBlue Grass Metals, Inc. Employee Stock Ownership PlanBlue Grass Metals, Inc. Empl…$11MColonial Systems, Inc. Employee Stock Ownership PlanColonial Systems, Inc. Emplo…$11MInnotion Enterprises, Inc. Employee Stock Ownership PlanInnotion Enterprises, Inc. E…$11MDutton-Lainson Company Employee Stock Ownership Plan and TrustDutton-Lainson Company Emplo…$11M
End-of-year total assets ($M) among Colonial Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Colonial Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Colonial Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 94.2249200075287% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.2M $21.7M ▲ +94.2%
Year Plans Participants Total Assets
2022 1 23 $11M
2023 1 23 $20M
2024 1 24 $22M

Colonial Systems, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN043152864
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Colonial Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Colonial Systems, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.1573 · Participants: 23Colonial Systems, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Colonial Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Colonial Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Colonial Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Blue Grass Metals, Inc. Employee Stock Ownership Plan in KY ($11M); by covered participants it is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Colonial Systems, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Colonial Systems, Inc. Employee Stock Ownership Plan grew sharply - up 15.0% during 2022, from $10M to $11M. Reported net income was $3M.
How have Colonial Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Systems, Inc.'s sponsor-wide assets grew 94.2%, from $11M to $22M.
Which ESOP plans are similar in size to Colonial Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Blue Grass Metals, Inc. Employee Stock Ownership Plan in KY ($11M, 52 participants).
Which ESOP plans cover a similar participant headcount to Colonial Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043152864.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.